Note: the feature outlined below is featured in all of our subscription plans! To learn more about our plans, please click here.
Invoices in PracticePanther are automatically numbered sequentially. You can change the number that your invoices are automatically being assigned by creating an invoice with a higher number and starting from there.
Please watch this video or follow the steps below:
1) Click on "Invoices" at the top of the page or click here.
2) Click on "New" at the top and choose "Single Invoice".
3) Enter the invoice number into the “Number” field at the top. If you input for example, Invoice #1873, it will automatically start at #1874 next time.
Note: The number you enter must be the highest invoice number in your account. If you enter a number below the highest invoice number, the next invoice will still pick up after the highest invoice number.
To find out how to invoice from a specific date range, please click here.